Published On: April 23rd, 2020

Remote work and telecommuting are by no means new mediums. However, amid the global coronavirus (COVID-19) pandemic, the sheer volume of people and organizations forced and herded into digital productivity and Internet-based communications solutions in recent months is staggering. Especially for those that weren’t prepared for the urgency of government-mandated stay-home orders.

In the world of sales and remote service teams it can be a challenge to manage their work to minimize down time and maximize productivity with out-of-the-box software. If you have run into any of the challenges below, it may be time to consider a custom software solution that integrates into your current CRM or ERP system.

CRM software may be great at tracking customer relationships in terms of completed work/orders and upcoming opportunities. However, can your sales team see trended order history on demand or be alerted when that real-time trend is falling outside what should be expected based on past history?

In service industries, specialized job scheduling software has been available for many years, but few have made the leap into the smartphone era. Now that Wi-Fi is so widely available, your teams in the field should be more actively managed from the business office or home office for mid-day changes.

Custom software does not have to mean a complete replacement of an existing CRM or ERP, but a smart investment can leverage the data in them augmented with real-time analytics to craft a management solution specific to your needs. For example, a scheduling portal can be built to make the prioritized scheduling of resources happen in real time. As changes come in (weather events or client reschedules) and as jobs are completed, updates are made by managers, customer service reps, and workers on smartphones, tablets, or smart touch screens. Whether your business specializes in field services or manufacturing at one facility, making your software solutions interoperable and remotely accessible makes sense.

Triple Helix is sensitive to the tremendous, disruptive impact this public health, economic and social crisis is having on people’s lives, livelihoods and businesses. We help clients in manufacturing, professional services, and non-profit organizations keep their operations running from a distance, smarted and better. Contact us if you would like to schedule a risk-free video-conference consultation.

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About The Author: Jason Bittner

jason bittner

CEO and founder of Triple Helix Corporation, since 2004. For over two decades, Jason has worked closely within the Aerospace/Defense/Manufacturing industries. He excels at solving technical challenges by integrating data and information technologies with best business practices. Jason takes an avid interest in educating his readers with the latest news in information management, as well as providing keen insights into the most efficient methodologies for the best operating companies today and into the future.